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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,433 | $102,595-36.2% | $94,057-30.4% | $154,746-57.7% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 15.53% | 583.42%-567.9pp | 480.62%-465.1pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,316 | $3,147-58.2% | $2,933-55.1% | $4,379-70.0% |
| Participant deferral / active EE | $12,807 | $5,118+150.2% | $4,709+171.9% | $6,730+90.3% |
| Admin fee / account holder | $51 | $7,736-99.3% | $7,244-99.3% | $14,365-99.6% |